See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,092 | $76,367+117.5% | $93,606+77.4% | $72,985+127.6% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 27.59% | 25.82%+1.8pp | 32.76%-5.2pp | 81.00%-53.4pp |
| Employer contribution / active EE | $7,468 | $2,275+228.2% | $2,718+174.8% | $2,440+206.1% |
| Participant deferral / active EE | $11,257 | $3,538+218.2% | $4,069+176.7% | $3,607+212.0% |
| Admin fee / account holder | $49,609 | $6,838+625.5% | $7,888+528.9% | $5,124+868.1% |